Added to YB: 2025-11-07
Pitch date: 2025-11-04
DEC [bullish]
Diversified Energy Company PLC
+4.85%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Diversified Energy Company PLC operates as an independent owner and operator of producing natural gas and oil wells primarily in the Appalachian Basin of the United States.
Market Cap
GBP 972.9M
Pitch Price
GBP 10.01
Price Target
N/A
Dividend
9.16%
EV/EBITDA
10.14
P/E
-5.40
EV/Sales
3.24
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
DEC to Sep
DEC (earnings): 66% EBITDA margin, £3/share annual land sale potential, debt down $100M in 3Q, $60M synergies achieved, OGMP 2.0 certified (only 65 companies globally), FCF guidance $440M implies strong Q4. ARO risk overstated at $460M vs $1.4B assumed. One of few >$1B EBITDA cos that doubled earnings.
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